+466.3%
LLY vs VZ
+21.6%
+444.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.4% |
| 7D | +1.6% | +2.4% | -0.7% | +1.3% |
| 30D | +21.5% | +11.2% | +10.3% | +19.7% |
| 3M | +16.4% | 0.0% | +16.4% | +16.2% |
| 6M | +51.5% | +1.3% | +50.2% | +50.7% |
| YTD | +33.9% | +21.3% | +12.7% | +29.9% |
| 1Y | +49.1% | +23.9% | +25.2% | +44.2% |
| 3Y | +144.6% | +57.7% | +86.9% | +124.0% |
| 5Y | +466.3% | +21.2% | +445.1% | +462.4% |
| All | +466.3% | +21.6% | +444.7% | +462.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling